高盛：中国消费品行业——2月2号最新出炉

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Table of contents
Positioning for China consumer stocks in 2009: another winning year for staples? 2
US market history suggests staples may remain a low-risk choice for 2009 3
US staples have tended to outperform discretionary stocks during down-cycles 3
Discretionary typically starts to outperform before macro troughs 5
US market history shows higher earnings risk for discretionary names 5
The China experience is similar to that of the US 8
Earnings risk for discretionary companies still persists in 2009 8
Disclosures 11
The prices in the body of this report are based on the market close of January 29, 2009. 289966.pdf (239.19 KB, 需要: 5 个论坛币)

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高盛：中国消费品行业——2月2号最新出炉
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关键词：消费品 positioning Disclosures Discretion Outperform 高盛 行业 出炉 消费品

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